AWM
Activest Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.1K | Sell |
918
-322
| -26% | -$27.4K | 0.02% | 159 |
|
|
2025
Q1 | $88K | Buy |
1,240
+9
| +0.7% | +$639 | 0.02% | 144 |
|
|
2024
Q4 | $86.6K | Sell |
1,231
-1,619
| -57% | -$114K | 0.02% | 134 |
|
|
2024
Q3 | $178K | Buy |
2,850
+981
| +52% | +$61.4K | 0.06% | 84 |
|
|
2024
Q2 | $119K | Sell |
1,869
-1,380
| -42% | -$87.6K | 0.04% | 117 |
|
|
2024
Q1 | $205K | Sell |
3,249
-499
| -13% | -$31.6K | 0.1% | 62 |
|
|
2023
Q4 | $193K | Buy |
3,748
+500
| +15% | +$25.7K | 0.11% | 48 |
|
|
2023
Q3 | $134K | Buy |
3,248
+2,800
| +625% | +$115K | 0.08% | 51 |
|
|
2023
Q2 | $29K | Hold |
448
| – | – | 0.02% | 113 |
|
|
2023
Q1 | $22.5K | Buy |
+448
| New | +$22.5K | 0.01% | 122 |
|
|
2022
Q3 | – | Sell |
-442
| Closed | -$20K | – | 459 |
|
|
2022
Q2 | $20K | Hold |
442
| – | – | 0.01% | 152 |
|
|
2022
Q1 | $24K | Hold |
442
| – | – | 0.02% | 150 |
|
|
2021
Q4 | $27K | Sell |
442
-557
| -56% | -$34K | 0.02% | 142 |
|
|
2021
Q3 | $70K | Buy |
999
+922
| +1,197% | +$64.6K | 0.05% | 101 |
|
|
2021
Q2 | $5K | Sell |
77
-556
| -88% | -$36.1K | ﹤0.01% | 257 |
|
|
2021
Q1 | $46K | Buy |
+633
| New | +$46K | 0.04% | 102 |
|